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gum
@gumsays
i talk about onchain markets and ai. work @joinfirstwave @gummiesart
参加 July 2022
574 フォロー中    65.2K ファン
We witnessed a rebirth of Solana this week $500M DeFi inflows driven by Ethena on Kamino and Jupiter It has now fully recovered from the TVL drop caused by the Drift Lots of discussion about @perps. At first glance most people will think nothing came out of it but I assure you there are many teams watching the hundreds/thousands of free feedback CT gave on how to improve their product and attract new users and capital. @googlecloud and the @SolanaFndn collaborated on an initiative allowing agents to discover, access, and pay-per-request for APIs from Google Cloud - using stablecoins on Solana. The Solana RWA ecosystem has been up only YTD and is at a new ATH. Yields are higher than regular crypto tokens and uncorrelated with crypto, making it more attractive to users. Solana has 98% market share in Tokenized Equities trading. Tokenized collectibles are taking off on Solana with Collector Crypt and Phygitals seeing $100M in volume in just the last 2 weeks. A lot more happened but these were the most relevant ones. Writing this post is giving me nostalgia of when I used to do these in '22 and '23 when SOL price action was dead for months on end and everyone thought none of this matters. But it does.
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